Romero & Levin Wealth Management

Specialties

DISCLOSURE: Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Daniel Romero CA Insurance Lic number 0C54180, Melissa Levin CA Insurance Lic number 0C56086 and Greg Levin CA Insurance Lic number 0F08519 are Registered Representatives with and offer Securities through LPL Financial a Registered Investment Advisor and Member SIPC www​.sipc​.org

SERVICES:

* 401k & Pension Consulting and Management

* Individual Wealth Management

* Individual & Group Health Insurance

* Life, Long-​Term-​Care and Disability Insurance

* Brokeage account services

* Financial Planning through LPL Financial

History

Established in 2005.

My sister Melissa and I brought our respective independent practices together in January of 2005 to form Romero Wealth Management, Inc (since changed to Romero & Levin). While we are both Certified Financial Planner™ Practitioners, we have split our responsibilities. I assist clients with their retirement and investment planning while Melissa focuses on estate and succession planning. We transact our business through LPL Financial, an independent broker dealer. You will discover through the course of your research that LPL Financial is amongst the industry leaders in our business.

We understand the aforementioned qualifications are merely a ticket into the door. What separates our firm is our passion and desire to help you pursue your goals. We have the education, resources and experience to do so. We also have the integrity, honesty and skill to help bring your goals to a realization.

Sincerely,

Daniel S. Romero, CFP®, AIF®, C (k)P™, RF™, CFS

Romero & Levin Wealth Management, Inc.

Meet the Business Owner

Daniel R.

Business Owner

Daniel Romero has been in the financial services industry since 1996; private practice since 1998. He proudly holds the certificate of CFP®. Certified Financial Planner™ certificants are individuals who have met CFP Board’s education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board’s biennial certification requirements, including continuing education.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives disclosed on site may only discuss securities or transact business with persons who are residents of the following states: AZ, CA, CO, HI, IL, IN, MN, MS, NC, NY, OH, SC, TX, & WA

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Daniel R. says,

«Melissa and Greg are as good as it gets when it comes to addressing your Health, Life, Long-​Term Care and Disability needs!»